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Breakwater Capital Group’s NextEra Energy NEE Stock Holding History

Breakwater Capital Group’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.37M Buy
18,070
+991
+6% +$83.8K 0.16% 133
2026
Q2 		$1.5M Buy
17,079
+659
+4% +$59.6K 0.18% 128
2026
Q1 		$1.53M Buy
16,420
+1,435
+10% +$128K 0.2% 115
2025
Q4 		$1.2M Buy
14,985
+147
+1% +$12.2K 0.17% 131
2025
Q3 		$1.12M Buy
14,838
+719
+5% +$52.5K 0.17% 133
2025
Q2 		$980K Buy
14,119
+1,507
+12% +$105K 0.16% 132
2025
Q1 		$894K Buy
12,612
+3,013
+31% +$213K 0.16% 129
2024
Q4 		$688K Buy
9,599
+1,083
+13% +$84.1K 0.14% 150
2024
Q3 		$720K Buy
8,516
+411
+5% +$32.1K 0.15% 136
2024
Q2 		$574K Buy
8,105
+649
+9% +$46K 0.13% 152
2024
Q1 		$477K Sell
7,456
-727
-9% -$42.6K 0.12% 161
2023
Q4 		$465K Buy
8,183
+908
+12% +$51.7K 0.13% 146
2023
Q3 		$425K Buy
7,275
+4,074
+127% +$282K 0.15% 133
2023
Q2 		$238K Buy
+3,201
New +$242K 0.09% 184

Other funds holding NEE

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Breakwater Capital Group's NEE Position: Q3 2026 in Review

Breakwater Capital Group increased its NextEra Energy (NEE) stake by 5.8% in Q3 2026, buying an estimated $83.8K and bringing the position to 18,070 shares worth $1.37M. The position accounts for 0.16% of the portfolio, ranked #133.

Breakwater Capital Group first reported a position in NEE in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.53M in Q1 2026. 155 funds tracked by Wall St. Rank hold NEE as of Q3 2026.

  • Breakwater Capital Group held 18,070 shares of NextEra Energy worth $1.37M as of Q3 2026.
  • Breakwater Capital Group bought 991 NextEra Energy shares in Q3 2026, an estimated $83.8K.
  • NextEra Energy made up 0.16% of Breakwater Capital Group's portfolio in Q3 2026, its #133 holding.
  • Breakwater Capital Group first reported a position in NextEra Energy in Q2 2023 and has held it in 14 quarters since.
  • Breakwater Capital Group's NextEra Energy position peaked at $1.53M in Q1 2026.
  • 155 funds tracked by Wall St. Rank held NextEra Energy as of Q3 2026.

Based on Breakwater Capital Group's 13F filing for Q3 2026, filed 9 Oct 2026.